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光大綠色環保(01257.HK)指次季業務強勁復甦 計劃下半年發行資產支持票據
阿思達克 08-11 17:35
光大綠色環保(01257.HK)行政總裁錢曉東在中期業績電話會議上表示,受疫情影響,今年首季部分生物質及危固廢運營項目停工減產,在建項目工程進度亦普遍延後,導致危廢市場受到較大衝擊,而風電上網受限,環境修復業務也受到影響。

他指,集團積極推進復工,業務在第二季有強勁復甦,目前而言生物質業務已全面恢復。危廢業務因上游企業沒有完全復工,業務仍受到影響,但情況已有改善。至於環境修復業務現時表現已與去年同期相若。

錢曉東提到,因應疫情造成的影響,集團主動調整了上半年的資本開支,未來期望透過加大輕資產比重,提升業務增長和利潤表現,並探討以國補為基礎資產的資產支持票據(ABN)業務,利用相關非現金資產改善資產負債結構。

財務總監盧錦勳預期,集團將於下半年在內地首次發行資產支持票據,且會繼續研究多元化融資模式。而集團上半年資本開支方面約20億元,下半年估計為20億至23億元,全年計開支水平料與去年持平。

另外,錢曉東稱山東危癈市場近年產能增加,影響處置價格,但同時亦正淘汰落後產能,認為目前是行業整合的好時機,會留意相關市場機會。

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